Boston Symphony Orchestra 403(b) match, vesting and fees
What Boston Symphony Orchestra's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Inst Oper Company Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Boston Symphony Orchestra: employer contribution per participant | $2,119 | |
| Peer median | $1,540 |
| Boston Symphony Orchestra: average balance | $87,218 | |
| Peer median | $48,682 |
| Boston Symphony Orchestra: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $38.2M at the end of plan year 2021 to $36.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 450 | $36.9M | $896K | $2,119 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 410 | $31.6M | $803K | $1,989 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 385 | $29.4M | $732K | $1,906 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 371 | $38.2M | $796K | $2,188 | 0.10% | Not published | Form 5500 ↗ |
Other Boston Symphony Orchestra plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Boston Symphony Orchestra Pension Institution
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Boston Symphony Orchestra match 401(k) contributions?
The match terms for the Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. have not been published from its filing yet. The plan year 2024 filing reports $896K in employer contributions, about $2,119 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boston Symphony Orchestra 401(k) match vested?
The vesting schedule for the Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boston Symphony Orchestra 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Oper Company Inc.. The plan administrator is Boston Symphony Orchestra, Inc..
I left Boston Symphony Orchestra. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boston Symphony Orchestra, Inc., (617) 266-1492) or the recordkeeper, Fidelity Inv Inst Oper Company Inc.. The Boston Symphony Orchestra old 401(k) page lists the contacts from every plan filing. Find an old Boston Symphony Orchestra 401(k)
Data from the public Form 5500 annual reports Boston Symphony Orchestra filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Boston Symphony Orchestra. Not financial advice. Report a correction · Methodology